EVERGREEN CAPITAL MANAGEMENT LLC
Position in PRU — Prudential Financial Inc
CIK 1260824
Bellevue, WA
Position in PRU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,347,692
-$1,128,898 QoQ
Shares Held
21,752
-38.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#367
of 1,403 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $13,349,220 across 12 Insurance - Life names. PRU ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
25,280 | $2,964,079 | |
| 2 | PRU |
Prudential Financial Inc
This page
|
21,752 | $2,347,692 | |
| 3 | MET |
Metlife Inc
|
23,006 | $1,946,537 | |
| 4 | UNM |
Unum Group
|
19,879 | $1,777,182 | |
| 5 | MFC |
Manulife Financial Corp
|
25,108 | $1,017,124 | |
| 6 | PUK |
Prudential PLC
|
25,667 | $688,132 | |
| 7 | PRI |
Primerica, Inc.
|
2,370 | $673,554 | |
| 8 | BHF |
Brighthouse Financial, Inc.
|
8,543 | $540,771 |
All Filings in PRU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,347,692 | 21,752 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,476,590 | 35,588 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,089,867 | 36,232 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,724,680 | 35,904 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $3,692,712 | 34,370 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,039,688 | 36,172 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,308,683 | 36,351 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,455,510 | 36,792 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,159,306 | 35,492 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,912,250 | 41,842 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,814,020 | 113,914 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $12,035,942 | 126,841 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $11,424,754 | 129,503 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $7,141,123 | 86,308 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $16,746,278 | 168,372 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $8,051,824 | 93,866 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $8,671,669 | 90,632 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $43,534,655 | 368,407 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,818,465 | 367,872 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $38,079,770 | 361,975 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $36,993,821 | 361,021 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $32,712,005 | 359,078 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $28,426,536 | 364,116 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,890,194 | 360,362 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $18,424,564 | 302,538 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,760,409 | 302,271 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||